Microsoft 365 - Outlook Level 1

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Outlook. Participants using earlier versions of Outlook will be able to follow along, although some of the newest features may not be available in older versions.

This course is designed for learners with no previous experience with Outlook and for those who use Outlook for basic tasks but have not had recent training. Experienced self-taught users may find this course a valuable refresher.

Microsoft Outlook is a powerful communication and organization tool used for managing email, calendars, contacts, tasks, and meetings in one integrated application. Widely used in business and professional environments, Outlook helps users stay organized by streamlining daily communication and scheduling. Its features include advanced email management tools, shared calendars, appointment scheduling, contact management, reminders, and integration with Microsoft Teams and other Microsoft 365 apps. Whether used on a desktop, web browser, or mobile device, Outlook provides a centralized hub for staying on top of messages, coordinating with colleagues, and managing day-to-day tasks efficiently.

Prerequisites

• Basic familiarity with using a Windows or macOS computer
• Mac users can fully follow along with all core lessons; however, Navigation and Tool Options may differ. Familiarity with MacOS is required.
• Access to Microsoft 365 Outlook Desktop application
• An email account (in some cases this can be temporarily assigned by On-Track)

Learning Objectives

Through the use of hands-on exercises participants will learn to:

• navigate the Outlook interface
• send and receive email
• manage their Inbox using essential tools
• organize contacts
• use the calendar to schedule appointments and meetings
• learn basic task management
• understand how Outlook integrates with other Microsoft 365 apps

Course Modules

Module 1 - Getting Started with Outlook

Overview of the Outlook interface, key panes, navigation bar, and the role of Outlook within Microsoft 365

Module 2 - Working with Email

Composing, replying, forwarding, attaching files, formatting messages, and understanding message options

Sending attachments, previewing files, saving attachments

Module 3 - Managing Contacts

Creating and updating contacts, using contact groups, and understanding how contacts sync across devices

Module 4 - Using the Calendar

Creating appointments and events, viewing different calendar layouts, inviting attendees, and managing meeting responses

Module 5 - Scheduling Meetings

Sending meeting invitations, reserving rooms (if applicable), checking availability with Scheduling Assistant, and handling meeting updates or cancellations

Module 6 - Tasks Management

Creating, editing, and tracking basic tasks and reminders to support personal productivity

Module 7 - Outlook Settings and Customization

Adjusting basic options such as signature setup, reading pane configuration, and notification preferences

Module 8 - Tips and Tricks

Learn to be more efficient in Outlook and what resources are available

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.